Adviser Profile

Kerri Davey

Senior Financial Adviser
Centrelink and Aged Care Specialist

Authorised Representative No. 278010

Kerri has been working in financial services for 20 years and was first authorised to provide advice in 2004. Kerri has extensive experience with Centrelink and Aged Care Advice, paired with a genuine desire to help clients achieve their financial goals. Kerri enjoys using her experience and strong technical knowledge to develop strategies that work for clients’ day-to-day lives and for their financial future. Kerri is a Certified Financial Planner® (CFP) Professional and has completed the Self-Managed Superannuation Fund specialised education.

Qualifications

  • Certified Financial Planner® (CFP)
  • Advanced Diploma of Financial Planning (Tribeca)
  • Diploma of Financial Planning (Tribeca)

Memberships

  • CFP® Professional Member of Financial Advice Association of Australia (FAAA)

Authorised Financial Services

The Licensee has authorised Kerri Davey to provide personal advice and dealing services for the following financial products:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products (Investment Life Insurance and Life Risk Insurance Products)
  • Managed Investment Schemes, including IDPS and MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
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Parc Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 1250859) of Parc Wealth Group Pty Ltd ABN 24 652 326 915 AFSL 535090.
Parc Wealth Group Pty Ltd ABN 24 652 326 915 operates as an Australian Financial Services Licensee (Licence No: 535090).

Any information on this website is general advice only and does not take into account your financial circumstances, needs and objectives. Before making any decisions based on any information on this website, you should assess your own circumstances or seek advice from a financial planner and seek tax advice from a registered tax agent. Information is current at the date of issue and may change. 

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